TrueWealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

TrueWealth Advisors’s Portfolio NZF Stock Details NZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,819	Closed	-$165K	–	192
2023 Q1	$165K	Sell	13,819 -501	-3%	-$6K	0.07%	182
2022 Q4	$173K	Sell	14,320 -3,021	-17%	-$35K	0.08%	179
2022 Q3	$197K	Sell	17,341 -240	-1%	-$3.1K	0.09%	160
2022 Q2	$221K	Buy	17,581 +550	+3%	+$7.16K	0.1%	151
2022 Q1	$291K	Hold	17,031	–	–	0.13%	134
2021 Q4	$291K	Buy	17,031 +2,924	+21%	+$49.5K	0.13%	134
2021 Q3	$236K	Buy	14,107 +1,027	+8%	+$17.8K	0.13%	126
2021 Q2	$225K	Buy	+13,080	New	+$219K	0.13%	118

Other funds holding NZF

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

TrueWealth Advisors's NZF Position: Q2 2023 in Review

TrueWealth Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2023, closing a stake of 13,819 shares — an estimated $165K sold.

TrueWealth Advisors first reported a position in NZF in Q2 2021 and held it in 8 quarters. The position peaked at $291K in Q1 2022. 242 funds tracked by Wall St. Rank hold NZF as of Q2 2023.

TrueWealth Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
TrueWealth Advisors sold 13,819 Nuveen Municipal Credit Income Fund shares in Q2 2023, an estimated $165K.
TrueWealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q2 2021 and held it in 8 quarters.
TrueWealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $291K in Q1 2022.
242 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2023.

Based on TrueWealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.